Skip to content
Monday, October 26, 2026 · Today’s edition, 6:30 a.m. ETMon, Oct 26 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily

RIA custodians

Custodians, clearing firms and brokerage infrastructure that hold client assets and settle trades.

9 vendors · Updated October 26, 2026

News on RIA custodians in your edition and on My Desk.
Filter
Serves

Showing 9 of 9Most complete profiles first, then A to Z

HilltopSecurities

Clearing, custody and broker-dealer services for advisors and RIAs

  • Broker-dealers
  • RIAs
  • Banks and trust companies

Custody & clearing

Tick two to four vendors, then compare them side by side.

RIA custodians: questions to ask before you buy

  1. What are the minimums, pricing and cash sweep economics for a firm of our size?
  2. How do you support a breakaway team's transition: repapering, account transfers and the first ninety days?
Private Wealth Daily member access

Continue this analysis

The full checklist our desk uses to question RIA custodians vendors, free with your work email.

Enter a valid work email to continue reading.

The Morning Brief, every weekday. Unsubscribe anytime.

Full featuresIn-depth analysis and exclusive reporting.
The buyer’s checklistEvidence, context and the complete story.
One login across the networkAccess every Daily Network publication.

RIA custodians in the news

Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.